Personal Lines Account Manager, Middle Market - California
Insurance Relief, Santa Rosa, CA, United States
Personal Lines Account Manager, Middle Market - California
Join a successful and growing insurance brokerage as a Personal Lines Account Manager. In this high-impact role, you will build strong relationships with clients, utilizing your technical proficiency and deep insurance knowledge to deliver best-in-class service. Thrive in a supportive, growth-oriented culture committed to your long-term success. The Rewards & Benefits: Annual salary ranging from $70,000 - $80,000 depending on your experience Optimal hybrid schedule working out of an office near you for peak productivity and balance What You Bring to the Team: Market leadership: Bring 3+ years of success in personal lines brokerage, ready to take ownership of complex, middle-market client accounts Market knowledge: Demonstrate a strong technical command of insurance terminology, coverage, and products, backed by a clear understanding of agency operational excellence Certification: Active Property & Casualty License Client advocacy: Exceptional ability to read, write, and communicate effectively, serving as a trusted advisor to clients System proficiency: Fluent use of Applied Epic and the full Microsoft Office Suite (Excel, Word, PowerPoint) to ensure seamless workflow and execution The Position: Serve as the primary, professional point of contact for clients and producers, delivering prompt service and expert consultation on personal insurance needs. Meticulously review and process all insurance applications and compile critical data on policy changes to ensure accuracy and compliance. Coordinate and oversee the delivery of comprehensive insurance services, including evaluating coverages, determining pricing, developing proposals, and finalizing new business and renewals. Proactively collaborate with and provide necessary assistance to internal departments to ensure seamless client service and operational efficiency. Apply Now! Compensation / Pay Rate (Up to): $70,000.00 - $80,000.00 Per Year
Join a successful and growing insurance brokerage as a Personal Lines Account Manager. In this high-impact role, you will build strong relationships with clients, utilizing your technical proficiency and deep insurance knowledge to deliver best-in-class service. Thrive in a supportive, growth-oriented culture committed to your long-term success. The Rewards & Benefits: Annual salary ranging from $70,000 - $80,000 depending on your experience Optimal hybrid schedule working out of an office near you for peak productivity and balance What You Bring to the Team: Market leadership: Bring 3+ years of success in personal lines brokerage, ready to take ownership of complex, middle-market client accounts Market knowledge: Demonstrate a strong technical command of insurance terminology, coverage, and products, backed by a clear understanding of agency operational excellence Certification: Active Property & Casualty License Client advocacy: Exceptional ability to read, write, and communicate effectively, serving as a trusted advisor to clients System proficiency: Fluent use of Applied Epic and the full Microsoft Office Suite (Excel, Word, PowerPoint) to ensure seamless workflow and execution The Position: Serve as the primary, professional point of contact for clients and producers, delivering prompt service and expert consultation on personal insurance needs. Meticulously review and process all insurance applications and compile critical data on policy changes to ensure accuracy and compliance. Coordinate and oversee the delivery of comprehensive insurance services, including evaluating coverages, determining pricing, developing proposals, and finalizing new business and renewals. Proactively collaborate with and provide necessary assistance to internal departments to ensure seamless client service and operational efficiency. Apply Now! Compensation / Pay Rate (Up to): $70,000.00 - $80,000.00 Per Year